Here are my top 6 reasons why I sleep soundly at night.
I've been a net seller but I have added a few things.
I continue to be of the view that 2018 marked the beginning of the end of the 10-year Bull Market.
The headline writers have plenty of reasons ready to explain some downside action, but first they need some downside in order to put them to work.
What a U.S.-China trade deal needs to look like and how to position your portfolio depending on various outcomes.
If we can advance without China then who the heck knows where we can go with it.
It's the group to buy every time you hear that trade talks might falter simply because it has much more going for it than just China or cellphones.
If you are an index trader it is a tough call, but for stock-pickers it remains a very good trading market.
With tariffs pushed back indefinitely and talks set this weekend between Donald Trump and Xi Jinping, trading was frenzied on Chinese exchanges.
In the end, everything really boils down to growth, or at least setting the stage for increased growth.